Allegheny Investments, Ltd.

Allegheny Investments is a registered investment adviser based in Pittsburgh, PA, offering investment management and financial planning services. The firm was founded in 1976 and is owned by employee advisors Brandon Haynes and Jonathan Kuhn. Allegheny provides services tailored to individual client needs, offering both discretionary and non-discretionary investment management. Clients can impose reasonable restrictions on their investments and have the option to engage in comprehensive portfolio management, asset management services, or streamlined account management. The firm also offers stand-alone financial planning services, including retirement planning and business consulting. Allegheny's fees are generally based on a percentage of assets under management and are billed at least semi-annually. The advisory fees range from 0% to 1% per annum, depending on the type of service and the amount of assets managed. The firm does not charge performance-based fees and does not have a minimum account size requirement. Allegheny typically recommends utilizing Fidelity Brokerage Services for custody and brokerage services, but clients can choose a different custodian if desired. The firm does not vote on client securities proxies and does not have custody of client funds or securities. Allegheny has no disciplinary events to disclose and provides financial information to ensure transparency and compliance. Clients are encouraged to consult with Allegheny for further details on services and fees.